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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-10 |
| CA | RA | APPROVED | 2018-11-28 |
| UT | RA | APPROVED | 2018-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jhfn Sii | Walnut Creek | CA | 06/2013 | 11/2018 |
| Osaic Wealth, Inc. | Draper | UT | 11/2018 | Present |
1. MILITARY RESERVES POSITION: Major NATURE: Military Operations, US Government. Compensation Received through Defense Finance Accounting Service (DFAS) INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/15/2002 ADDRESS: BLDG 106 Soldiers Cir., Ft. Douglas UT 84113, United States DESCRIPTION: Perform duties asan Operations Officer for an Emergency Operations Cell. 2. Pacific Financial Partners POSITION: Managing Associate NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/01/2014 ADDRESS: 7105 S Highland Dr, STE 306B, Cottonwood Heights, UT 84121, United States DESCRIPTION: Insurance Broker: Life, Annuities, Disability, LTC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-09 |
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